Plante Moran Financial Advisors »

wisdomtreetrusdivd.. shares owned by Plante Moran Financial Advisors

Quarter-by-quarter ownership of wisdomtreetrusdivd.. (DGRW) shares owned by Plante Moran Financial Advisors from 13F filings

Historical chart of Plante Moran Financial Advisors investment in wisdomtreetrusdivd..

Tip: Access up to 7 years of quarterly data

All positions including wisdomtreetrusdivd.. held by Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in wisdomtreetrusdivd.. by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 2.9k 88.96
2025-06-30 $187k 2.2k 83.74
2025-03-31 $67k 833 79.86
2024-12-31 $67k 833 80.93
2024-09-30 $69k 833 83.21
2024-06-30 $65k 833 78.05
2022-12-31 $0 0 0.00
2019-03-31 $41k 960 42.71

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Large-cap Etf Etf (VV)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Amazon Stock (AMZN)
Vanguard Growth Etf Etf (VUG)

View all positions for Plante Moran Financial Advisors

Top funds holding wisdomtreetrusdivd..

Pnc Financial Services
LPL Financial
Morgan Stanley
Ameriprise Financial
Hamilton Capital Management
Raymond James Financial
HighTower Advisors
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
Royal Bank of Canada
Wells Fargo & Company
Private Advisor
Prime Capital Investment Advisors
Kovitz Investment Group Partners

View all funds holding wisdomtreetrusdivd..